Business Contact Manager Team Bloghttp://blogs.msdn.com/b/bcm/en-USTelligent Evolution Platform Developer Build (Build: 5.6.50428.7875)Announcing Availability of Business Contact Manager for Outlook 2013 Database Toolhttp://blogs.msdn.com/b/bcm/archive/2013/02/21/announcing-availability-of-business-contact-manager-for-outlook-2013-database-tool.aspxThu, 21 Feb 2013 22:29:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10396054BCMTeam0http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10396054http://blogs.msdn.com/b/bcm/archive/2013/02/21/announcing-availability-of-business-contact-manager-for-outlook-2013-database-tool.aspx#comments<p><span style="font-size: small;">We&rsquo;ve released the update for Business Contact Manager for Outlook 2013 Database Tool as of February 21, 2013!&nbsp; You can now download the Database Tool:</span></p>
<p><br /><span style="font-size: small;">&nbsp;<strong><a href="http://www.microsoft.com/en-us/download/details.aspx?id=36792">Business Contact Manager for Outlook 2013 Database Tool</a></strong></span></p>
<p>&nbsp;</p>
<p>&nbsp;<span style="font-size: small;">For more information on this update, please <a href="http://support.microsoft.com/kb/2813691">see the knowledge base article</a>.</span></p>
<p>&nbsp;</p>
<p><span style="font-size: small;">Thank you,</span></p>
<p><span style="font-size: small;">The Microsoft</span><br /><span style="font-size: small;">Dynamics CRM Team</span></p>
<p>&nbsp;</p>
<p>&nbsp;</p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10396054" width="1" height="1">Announcing Business Contact Manager for Outlook 2013 Database Tool!http://blogs.msdn.com/b/bcm/archive/2013/02/06/announcing-business-contact-manager-for-outlook-2013-database-tool.aspxWed, 06 Feb 2013 23:35:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10391702BCMTeam7http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10391702http://blogs.msdn.com/b/bcm/archive/2013/02/06/announcing-business-contact-manager-for-outlook-2013-database-tool.aspx#comments<p><span style="font-size: small;">We&rsquo;re pleased to announce that the Business Contact Manager Database Tool, also known as the DB Admin Tool, will ship in the next few weeks.</span></p>
<p><span style="font-size: small;">This tool allows administrators to host Business Contact Manager for Outlook databases on a computer on which Microsoft Office 2013 and Business Contact Manager for Outlook are not installed. Once installed on a </span><span style="font-size: small;">server, this tool will allow users to:</span></p>
<ul>
<li><span style="font-size: small;">Create and back up Business Contact Manager for Outlook databases.</span></li>
<li><span style="font-size: small;">Restore databases from Business Contact Manager for Outlook.</span></li>
<li><span style="font-size: small;">Share Business Contact Manager databases with other users on a local network.</span></li>
<li><span style="font-size: small;">Migrate databases from Business Contact Manager for Outlook 2010 and Business Contact Manager for Outlook 2007.</span></li>
</ul>
<p><span style="font-size: small;">When the Database Tool is posted, we&rsquo;ll update this blog.</span></p>
<p><span style="font-size: small;">Thank you,</span></p>
<p><span style="font-size: small;">The Microsoft Dynamics CRM </span><span style="font-size: small;">Team</span></p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10391702" width="1" height="1">Announcing Availability of Business Contact Manager for Outlook Compatibility Updatehttp://blogs.msdn.com/b/bcm/archive/2013/01/31/announcing-availability-of-business-contact-manager-for-outlook-compatibility-update.aspxThu, 31 Jan 2013 09:00:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10389988BCMTeam32http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10389988http://blogs.msdn.com/b/bcm/archive/2013/01/31/announcing-availability-of-business-contact-manager-for-outlook-compatibility-update.aspx#comments<p class="s4-wptoptable1"><span style="font-size: small;">We&rsquo;ve released an update for Business Contact Manager as of January 2013!&nbsp; You can now download the Compatibility Pack for Business Contact Manager for Outlook:</span></p>
<p>&nbsp;<span style="font-size: small;"><strong>Update for Outlook 2010 users </strong></span></p>
<p><span style="font-size: small;">If you&rsquo;re currently using Business Contact Manager for Outlook 2010, you can download and install the smaller update:</span></p>
<p>&nbsp;<span style="font-size: small;"><a href="http://www.microsoft.com/en-us/download/details.aspx?id=36511"><span style="color: #0000ff;">Download the Business Contact Manager for Outlook package now.</span></a></span></p>
<p>&nbsp;</p>
<p><span style="font-size: small;"><strong>Full download for Outlook 2007 and newer users </strong></span></p>
<p><span style="font-size: small;">If you&rsquo;re using Business Contact Manager for Outlook 2007, you MUST download the full installation from the links below as there is no upgrade path for your Business Contact Manager V3 database to a Business Contact Manager V4c database.</span></p>
<p><span style="font-size: small;">All other users are welcome to download either version, above or below. If you are currently using Business Contact Manager for Outlook 2010, you&rsquo;ll have to uninstall that before running the full installer.</span></p>
<p>&nbsp;<span style="font-size: small;"><a href="http://www.microsoft.com/en-us/download/details.aspx?id=36513"><span style="color: #0000ff;">Download the Business Contact Manager for Outlook package now.</span></a></span></p>
<p>&nbsp;</p>
<p><span style="font-size: small;">For more information on this update, please <a href="http://support.microsoft.com/kb/2793723"><span style="color: #0000ff;">see the knowledge base article</span></a>.</span></p>
<p>&nbsp;</p>
<p><span style="font-size: small;">Thank you,</span></p>
<p><span style="font-size: small;">The Microsoft Dynamics CRM Team</span></p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10389988" width="1" height="1">Announcing Business Contact Manager for Outlook Compatibility Updatehttp://blogs.msdn.com/b/bcm/archive/2013/01/02/announcing-business-contact-manager-for-outlook-compatibility-update.aspxWed, 02 Jan 2013 10:00:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10381855BCMTeam34http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10381855http://blogs.msdn.com/b/bcm/archive/2013/01/02/announcing-business-contact-manager-for-outlook-compatibility-update.aspx#comments<p class="s4-wptoptable1"><span style="font-size: small;">A new update for Business Contact Manager for Outlook will be released in the coming weeks.&nbsp; With Microsoft Office 2013 being released for commercial users recently and being made available to consumers soon, we are releasing a compatibility pack for Business Contact Manager so that the two can work hand in hand. </span></p>
<p><span style="font-size: small;">Business Contact Manager for Outlook is optimized for Microsoft Outlook 2013, but will also work with Microsoft Outlook 2010.&nbsp; All of the languages supported by Business Contact Manager for Outlook 2010 will continue to be supported in the Compatibility Update.&nbsp;</span></p>
<p><span style="font-size: small;">If you purchased a previous version of a Microsoft Office suite or a standalone edition of Microsoft Office Outlook that included Business Contact Manager, you will be able to download Business Contact Manager for Outlook at no additional cost. You will also be able to download Business Contact Manager for Outlook if you purchased one of the following products.</span></p>
<ul>
<li><span style="font-size: small;">Microsoft Office Home and Business 2010 or Microsoft Office Home and Business 2013</span></li>
<li><span style="font-size: small;">Microsoft Office Professional</span></li>
<li><span style="font-size: small;">Microsoft Outlook 2010 (stand-alone edition) or Microsoft Outlook 2013 (stand-alone edition)</span></li>
</ul>
<p><span style="font-size: small;">A few important notes on the Compatibility Pack:&nbsp;</span></p>
<ul>
<li><span style="font-size: small;">If you already have a database in Business Contact Manager for Outlook 2010 your database will be copied and upgraded to work with Business Contact Manager for Outlook 2013, but the two databases will not be synchronized.&nbsp; Your 2010 database will be left in place and you can continue to use it with Outlook 2010.&nbsp;</span></li>
<li><span style="font-size: small;">You will not be able to share databases between versions.&nbsp; If you are working in Outlook 2013, anyone else you&rsquo;re sharing databases with will also need to have Outlook 2013 and the Compatibility Pack.&nbsp;</span></li>
<li><span style="font-size: small;">If you try the new Business Contact Manager for Outlook and want to revert to using your earlier version, you may do so.&nbsp; The new Business Contact Manager Database tool for Outlook 2013 will be released shortly after the release of the compatibility pack.&nbsp; It can be used to create and manage databases which are compatible with Business Contact Manager in Outlook 2013.</span></li>
</ul>
<p><span style="font-size: small;">Once the update is available, we will post an announcement to this blog, including download instructions and feature details. &nbsp;</span></p>
<p><span style="font-size: small;">Thank you,</span></p>
<p><span style="font-size: small;">The Microsoft Dynamics CRM Team</span></p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10381855" width="1" height="1">BCM Updatehttp://blogs.msdn.com/b/bcm/archive/2012/10/08/bcm-update.aspxMon, 08 Oct 2012 19:00:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10357535BCMTeam45http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10357535http://blogs.msdn.com/b/bcm/archive/2012/10/08/bcm-update.aspx#comments<p>Don't let our absence from this blog fool you, Microsoft has been busy working to evolve the features in Business Contact Manager (BCM)&nbsp;you've been using to track key business contacts and orchestrate campaigns. In fact Microsoft will be providing support for&nbsp;BCM for Outlook 2013. There will be a migration path, provided by Microsoft, for customers of prior versions of BCM using a compatibility pack. We invite you&nbsp;to check back in the new year when we will have more details to share.</p>
<p>&nbsp;</p>
<p>Kim Boeh, Director Program Management</p>
<p>&nbsp;</p>
<p>&nbsp;</p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10357535" width="1" height="1">Outlook 2010 with Business Contact Manager: You Spoke, We Listenedhttp://blogs.msdn.com/b/bcm/archive/2010/09/23/outlook-2010-with-business-contact-manager-you-spoke-we-listened.aspxThu, 23 Sep 2010 15:58:42 GMT91d46819-8472-40ad-a661-2c78acb4018c:10066822Jerry Blake357http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10066822http://blogs.msdn.com/b/bcm/archive/2010/09/23/outlook-2010-with-business-contact-manager-you-spoke-we-listened.aspx#comments<p>Outlook with Business Contact Manager (BCM) was built to work hand-in-hand with Outlook to help businesses stay connected to their customers. From managing existing and prospective clients, to customizing business forms, to tracking marketing campaigns – Outlook with BCM was always meant to enhance business processes and customer service. </p> <p>After careful consideration, we decided to simplify the Office 2010 lineup by including Outlook with BCM, a business product, only in volume licensing. We understand it is not ideal for every user. When we made this decision, we underestimated the importance of BCM to our small business customers and those who purchased previous versions of Office in retail stores or pre-installed on PCs. Worse yet, we left many of our customers, who didn’t want to buy through volume licensing, stranded with their data locked in previous versions of Office. </p> <p>This was a mistake and today we’re announcing a program to make Outlook with BCM available to the millions of existing Outlook with BCM customers who don’t want to buy Office 2010 through volume licensing. </p> <p>Starting today we are offering an upgrade to Outlook 2010 with BCM at no additional cost to customers who meet the following criteria:</p> <p>1. Customers who have previously purchased one of the following:</p> <ul> <li>Office Small Business Edition 2003 or Office Professional Edition 2003<u></u></li> <li>Office Small Business 2007 or Office Professional 2007 or Office Ultimate 2007</li> <li>A stand-alone edition of Microsoft Office Outlook 2003 or 2007 </li> </ul> <p>And… </p> <p>2. Purchased one of the following versions of Office 2010: </p> <ul> <li><a href="http://office.microsoft.com/en-us/home-and-business/?CTT=1"><u>Microsoft Office Home and Business 2010</u></a><u></u></li> <li><a href="http://office.microsoft.com/en-us/professional"><u>Microsoft Office Professional 2010</u></a><u></u></li> <li>A stand-alone edition of <a href="http://office.microsoft.com/en-us/outlook/outlook-2010-features-and-benefits-HA101810016.aspx?CTT=1"><u>Microsoft Outlook 2010</u></a></li> </ul> <p>Affected BCM customers can learn more and get started at <a href="http://office.microsoft.com/en-us/FX102040110.aspx"><u>http://office.microsoft.com/en-us/FX102040110.aspx</u></a>. Just follow the steps to get the upgrade to Outlook 2010 with BCM download at no additional cost.</p> <p>Finally, we apologize to customers who were adversely affected by this oversight.</p> <p>We hear you, and we hope you will continue to provide constructive feedback so we can ensure that we are meeting your expectations. </p> <p><i>Justin Hutchinson, Director, Microsoft Office</i></p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10066822" width="1" height="1">BCM for Outlook 2010 Database Tool is live!http://blogs.msdn.com/b/bcm/archive/2010/06/01/bcm-for-outlook-2010-database-tool-is-live.aspxTue, 01 Jun 2010 16:59:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10018316Jerry Blake83http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10018316http://blogs.msdn.com/b/bcm/archive/2010/06/01/bcm-for-outlook-2010-database-tool-is-live.aspx#comments<p>I'm pleased to report that the Business Contact Manager Database Tool, also known as the DB Admin Tool, is live:</p>
<p><a href="http://www.microsoft.com/downloads/details.aspx?displaylang=en&amp;FamilyID=5f83d55e-1cc5-49dd-9b5f-06a7c08c00c2">http://www.microsoft.com/downloads/details.aspx?displaylang=en&amp;FamilyID=5f83d55e-1cc5-49dd-9b5f-06a7c08c00c2</a></p>
<p>Thanks all for your patience as we get things squared away!</p>
<p>Chris</p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10018316" width="1" height="1">BCM Business Contact Manager Database Admin ToolBusiness Contact Manager 2010 Ships!http://blogs.msdn.com/b/bcm/archive/2010/05/25/business-contact-manager-2010-ships.aspxTue, 25 May 2010 20:30:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:10015060Jerry Blake115http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=10015060http://blogs.msdn.com/b/bcm/archive/2010/05/25/business-contact-manager-2010-ships.aspx#comments<p>I'm very pleased to let you know that Outlook 2010 with Business Contact Manager is shipping with Office 2010, and that it has "release to manufacturing"!</p>
<p>Business Contact Manager 2010 brings amazing new functionality in role-specific workspaces, customization, dashboards and analytics, and Outlook integration. For more information on these features and others, please see <a href="http://www.microsoft.com/office/2010/en/outlook/business-contact-manager/default.aspx">Top 10 benefits of Outlook 2010 with Business Contact Manager</a>.</p>
<p>Business Contact Manager 2010 is available through our volume licensing channel as part of both Office Standard and Professional Plus, and will be available soon via MSDN and TechNet.</p>
<p>&nbsp;</p>
<p>Thanks very much for your interest,</p>
<p>Chris Heydemann</p>
<p>Senior Program Manager</p>
<p>BCM Team</p><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=10015060" width="1" height="1">Upgrading to Business Contact Manager 2010 Betahttp://blogs.msdn.com/b/bcm/archive/2009/11/30/upgrading-to-business-contact-manager-2010-beta.aspxMon, 30 Nov 2009 23:16:22 GMT91d46819-8472-40ad-a661-2c78acb4018c:9930444Jerry Blake69http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9930444http://blogs.msdn.com/b/bcm/archive/2009/11/30/upgrading-to-business-contact-manager-2010-beta.aspx#comments<p>Hi! I’m Vinit Jain, a tester in the Business Contact Manager group. Since we released the Beta, many customers have downloaded the product and asked about upgrading the older versions of BCM ( for instance BCM 2007) to the 2010 version. This post explains step-by-step upgrade process.</p> <p>There are few important things you should know before starting the upgrade process. First, you don’t need to <i>uninstall previous versions of BCM</i> as the new version will automatically upgrade it for you. Second, if you have more than one BCM clients connected to a shared database, you will have to upgrade BCM on all the machines. Finally, if you are upgrading BCM clients that access database located on the remote machine, upgrade database on the server machine first as you will need to have upgraded database ready before BCM 2010 could connect. </p> <p>The first scenario explains how to upgrade BCM on a machine that has previous version of BCM installed. The second scenario explains process to upgrade BCM database on a server (using BCM Database Tool) which does not have BCM installed.</p> <p><b>Upgrading BCM on Standalone (Client) Machines</b></p> <p>1. Launch BCM setup, and then push the <b>Install Now</b> button on the setup wizard. BCM will show:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image002_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image002" border="0" alt="clip_image002" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image002_thumb.jpg" width="244" height="192" /></a></p> <p>2. Launch Outlook and the BCM First Use wizard will pop up</p> <p>3. Select <b>Custom, </b>then <b>Connect to a Local Database:</b></p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image004_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image004" border="0" alt="clip_image004" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image004_thumb.jpg" width="244" height="187" /></a></p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image006_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image006" border="0" alt="clip_image006" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image006_thumb.jpg" width="244" height="186" /></a></p> <p>4. The wizard will show the list of databases. Databases that cannot be upgraded (perhaps because their locales don’t match) are shown greyed out but cannot be selected. Select the database you’d like to upgrade, and hit <b>Connect</b>:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image008_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image008" border="0" alt="clip_image008" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image008_thumb.jpg" width="244" height="188" /></a></p> <p>5. Follow the instructions to finish the database upgrade. Should be clear sailing from here!</p> <p><b>Upgrading BCM Database on Remote Machine (Using BCM Database Tool)</b><b></b></p> <p>When you have a dedicated computer (server) without Office and BCM installed hosting a previous version of BCM database, you’ll need to upgrade the database to BCM 2010 format. You’ll be required to back up your database, create a new one, and then restore the backup to the new database. All of this can be accomplished with the Database Tool:</p> <p>1. <a href="http://www.microsoft.com/downloads/details.aspx?FamilyID=11cbd2bb-de01-4232-a9cc-155cb546e1d9&amp;displaylang=en">Download</a> and install Database Admin tool on the server machine</p> <p>2. Launch the Database Admin tool, select <b>Backup a Database</b>, select the database you want to backup, and let the Tool do its work:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image010_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image010" border="0" alt="clip_image010" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image010_thumb.jpg" width="244" height="214" /></a></p> <p>3. After you‘re done backing up your database, you’ll be brought back to the first screen of the wizard Tool. This time, select <b>Create a new database </b>and follow the instructions:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image012_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image012" border="0" alt="clip_image012" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image012_thumb.jpg" width="244" height="212" /></a></p> <p>4. Finally, again from the first screen, select <b>Restore a database</b>, select the backup file created in step 2 and follow the instructions:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image014_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image014" border="0" alt="clip_image014" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image014_thumb.jpg" width="244" height="212" /></a></p> <p>5. Now the clients can launch outlook, select <b>Connect to a Remote Database</b> and follow the instructions to connect to the now created new BCM 2010 remote database.</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image016_2.jpg"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="clip_image016" border="0" alt="clip_image016" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/UpgradingtoBusinessContactManager2010Bet_D6C0/clip_image016_thumb.jpg" width="244" height="188" /></a></p> <p>That’s it!</p> <p>Remember that in a shared database environment all versions of BCM – whether Office 2010 clients or the remote database on the server – must have the same version. But once you’ve upgraded, each client can connect to the now-upgraded remote database.</p> <p>Thanks, and do let me know if this clarifies things!</p> <p></p> -Vinit Jain <img src="http://blogs.msdn.com/aggbug.aspx?PostID=9930444" width="1" height="1">Reporting Business Contact Manager for Outlook 2010 Beta Issueshttp://blogs.msdn.com/b/bcm/archive/2009/11/24/reporting-business-contact-manager-for-outlook-2010-beta-issues.aspxTue, 24 Nov 2009 17:55:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9928123Jerry Blake159http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9928123http://blogs.msdn.com/b/bcm/archive/2009/11/24/reporting-business-contact-manager-for-outlook-2010-beta-issues.aspx#comments<P>It's great to see so&nbsp;many of you downloading and installing Beta. We have been receiving lot of feedback on this blog. In order to address your feedback, I would like to request all of you to&nbsp;submit your feedback through Office Send-A-Smile/Send-A-Frown feature. When you install Office, you will see yellow smile and red frown on your task bar. Click one of these and write detailed feedback. We would like to hear both positive and negative feedback. If you wish, you can also provide your contact e-mail so that we can contact you directly if we need information. This would tremendously help us streamline the feedback process and resolve your issues. </P>
<P>Thanks</P>
<P>Mukesh Agarwal</P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9928123" width="1" height="1">Office 2010bcm 2010betaAnnouncing Business Contact Manager for Outlook 2010 Betahttp://blogs.msdn.com/b/bcm/archive/2009/11/19/announcing-business-contact-manager-for-outlook-2010-beta.aspxThu, 19 Nov 2009 01:02:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9924972Jerry Blake120http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9924972http://blogs.msdn.com/b/bcm/archive/2009/11/19/announcing-business-contact-manager-for-outlook-2010-beta.aspx#comments<P>This morning Microsoft <A href="http://blogs.technet.com/office2010/archive/2009/11/16/announcing-office-2010-beta-availability.aspx"><FONT color=#009933>announced</FONT></A> the public availability of&nbsp;Beta versions of Microsoft Office 2010.&nbsp;We are also&nbsp;releasing&nbsp;Beta version of Business Contact Manager for Outlook 2010. You can download Business Contact Manager Beta from following locations. Check out BCM 2010 overview <A href="http://www.microsoft.com/office/2010/en/outlook/business-contact-manager/default.aspx" mce_href="http://www.microsoft.com/office/2010/en/outlook/business-contact-manager/default.aspx">here</A>. </P>
<UL>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?FamilyId=8d1ec5f2-b771-4f88-8023-62f2a0b08967" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyId=8d1ec5f2-b771-4f88-8023-62f2a0b08967">Business Contact Manager for Outlook 2010 Beta (32-bit)</A></LI>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?FamilyId=221d4539-63bb-4aea-9f70-a4728716cd01&amp;displaylang=en" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyId=221d4539-63bb-4aea-9f70-a4728716cd01&amp;displaylang=en">Business Contact Manager for Outlook 2010 Beta (64-bit)</A></LI>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?FamilyID=11cbd2bb-de01-4232-a9cc-155cb546e1d9&amp;displaylang=en" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyID=11cbd2bb-de01-4232-a9cc-155cb546e1d9&amp;displaylang=en">Business Contact Manager for Outlook 2010 Database Tool</A></LI>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?FamilyId=42884965-08b3-4717-9bc8-7c5818e3107f&amp;displaylang=es" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyId=42884965-08b3-4717-9bc8-7c5818e3107f&amp;displaylang=es">Business Contact Manager Language Packs (32-bit)</A> (Not available in English)</LI>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?FamilyId=aadea8c9-f035-4e99-9a95-1343d8f7a9c5&amp;displaylang=es" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyId=aadea8c9-f035-4e99-9a95-1343d8f7a9c5&amp;displaylang=es">Business Contact Manager Language Packs (64-bit)</A> (Not available in English)</LI></UL>
<P>Business Contact Manager Beta&nbsp;is now available in six languages- Chinese, English, French, German, Japanese, Russian, and Spanish. </P>
<P>&nbsp;Few important notes:</P>
<UL>
<LI>This version of Business Contact Manager requires Microsoft Office 2010 Professional Plus Beta. Please don't install this on Microsoft Office 2007 and older, or Microsoft Office 2010 Technical Preview. First install Microsoft Office 2010 Professional Plus Beta before installing Business Contact Manager. You can get Office Beta from <A href="http://www.microsoft.com/office/2010/en/default.aspx">http://www.microsoft.com/office/2010/en/default.aspx</A></LI>
<LI>Office and BCM bitness should be same, i.e.&nbsp;If you install 32-bit (64-bit)&nbsp;Office, install 32-bit (64-bit)&nbsp;BCM.</LI>
<LI>Office and BCM languages should be same, i.e. if you install Japanese version of Office, make install Japanese version of BCM. We don't support Office and BCM in different languages.</LI>
<LI>Business Contact Manager for Outlook 2010 Database Tool lets you create a BCM database on a machine with SQL Server without having to install Office+BCM. This is useful if you have dedicated server machine that hosts BCM.</LI>
<LI>Language packs are supported only with a full English BCM build. If you prefer, you can directly&nbsp;install BCM in your choice of language. Alternatively, you can install English BCM and one or more language packs. </LI>
<LI>Database migration is supported from older versions of BCM including BCM 2010 Technical Preview. </LI></UL>
<P>Feedback from Technical Preview participants was very helpful in improving the product.&nbsp; Please try it out and send us your feedback.</P>
<P>Thanks</P>
<P>Mukesh</P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9924972" width="1" height="1">Office 2010bcm 2010betaBCM 2010 Customization 101: Form Customizationhttp://blogs.msdn.com/b/bcm/archive/2009/08/26/bcm-2010-customization-101-form-customization.aspxWed, 26 Aug 2009 21:59:15 GMT91d46819-8472-40ad-a661-2c78acb4018c:9885737Jerry Blake130http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9885737http://blogs.msdn.com/b/bcm/archive/2009/08/26/bcm-2010-customization-101-form-customization.aspx#comments<p>Hi, again! I’m Chris Heydemann, Senior Program Manager on Business Contact Manager, back with more information on BCM.</p> <p>One of the most important features in BCM 2010 is Customization. Being able to fit BCM to your specific business needs is a key to BCM’s <b>flexible </b>design.<b></b></p> <p>Since our Office 2003 release, users have been asking for a more complete customization experience. We took some steps in the right direction in Office 2007, but with Office 2010 we’ve really stepped it up! </p> <p>I’ll cover Customization in several posts. In this post, I’ll talk about <b>modifying forms</b> to reflect your business. In subsequent posts, I’ll talk about creating new record types and custom relationships between them, report customization, and finally scripting BCM.</p> <p>Those familiar with BCM for Office 2007 will remember that you could not remove any fields from BCM forms, that you could add fields only onto the bottom of default pages, and that you were limited to 40 custom fields. BCM 2010 addresses these limitations and more.</p> <p><b>Overview</b></p> <p>Here’s what you can do in BCM for Office 2010 that was not possible in BCM for Office 2007:</p> <ul> <li>Complete form customization: Business Contact, Account, Opportunity and Business Project forms can be fully customized. </li> <li>Extended field support: Add up to 300 user defined fields (300 max across all record types). </li> <li>Visual form designer: Click and drag to rearrange fields and groups anywhere on the form. </li> <li>Multi-page support: Create and name up to 7 form pages: Overview, Details, Interests, Specifications… What you name each page is up to you. </li> <li>User defined record types: Define your own user-defined record types: Vendor, Cardiologist, Charity, Professor, Student … whatever works for your business. (I’ll talk about this capability in detail in a subsequent post.) </li> </ul> <p><b>Form Layout</b></p> <p>You can launch the form designer from the Backstage view, or by clicking the “Form layout” ribbon button on the form you want to customize. In either case, you’ll open the form in design mode:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_2.png"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="image" border="0" alt="image" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_thumb.png" width="580" height="472" /></a> </p> <p>This is where you’ll do all your form customization. There is no coding, no careful aligning of labels and fields. Everything is click and drag. Put groups and fields where you want them, and BCM will align them for you. Name them what you want, and remove those that are irrelevant to your business.</p> <p>All changes made to any record type (say, Accounts or Business Contacts or Vendors) apply to all forms of that record type, and all users, including users who might be sharing the database, will see the new forms. And to prevent unauthorized changes, you do need to be a database administrator to customize forms. </p> <p><b>Groups</b></p> <p>In the image above, the “Source information” group is highlighted. With a quick drag of the mouse…</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_4.png"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="image" border="0" alt="image" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_thumb_1.png" width="578" height="469" /></a> </p> <p>…we can place the group wherever we like. Cool, huh? </p> <p>If a particular group of fields is not helpful to your business, hit the Delete key, and the fields are removed from the form, though the data in those fields is still in the BCM database.</p> <p>To add an entirely new group, hit <b>Add Group</b> on the ribbon, give the group a name, and the group appears at the current cursor location.</p> <p>You can also make groups “wide”, which means they take the entire width of the form. While this is most useful with groups that contain tables, it can apply to any group.</p> <p><b>Fields</b></p> <p>To add fields to existing or new groups, select <b>Add Field</b>. Name the field and select its data type (say, text, currency, drop-down list), and the field appears on the form:</p> <a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_6.png"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="image" border="0" alt="image" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_thumb_2.png" width="580" height="263" /></a> <p></p> <p>And you’re done. Save the edits, and all Business Contact forms, including those of users sharing your database, will now look like this. Flexibility made easy!</p> <p><b>Tabs</b></p> <p>Another topic I’ll cover in the future is the personalization of the desktop. For now, I just want to point out that the “Bike configurations” group we created above can appear in the reading pane. No need to open the individual record to get information you need:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_8.png"><img style="border-right-width: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px" title="image" border="0" alt="image" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BCM2010Customization101FormCustomization_A78D/image_thumb_3.png" width="585" height="340" /></a> </p> <p>BCM 2010 goes a long way towards satisfying the needs of our customers. Our users now have complete form customization, up to 300 custom fields, a visual form designer, support for multiple pages within a single form, and user-defined record types.</p> <p>You’ll learn a lot more about all of these capabilities, and how they’ll help your businesses, in subsequent posts.</p> <p>And don’t forget to keep the feedback coming!</p> <p>Thanks for your time, Chris</p><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9885737" width="1" height="1">Lead Management in BCM 2010http://blogs.msdn.com/b/bcm/archive/2009/07/27/lead-management-in-bcm-2010.aspxMon, 27 Jul 2009 21:58:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9850240Jerry Blake14http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9850240http://blogs.msdn.com/b/bcm/archive/2009/07/27/lead-management-in-bcm-2010.aspx#comments<P>The previous blog post demonstrated how the new user experience makes BCM more <B>usable</B> and <B>flexible</B>. In the upcoming series of posts we will discuss how BCM can enhance the effectiveness of managing your sales processes. This first post in the series talks about managing your sales leads. </P>
<P><B>Lead Management</B></P>
<P>Business Contact Manager (BCM) for Office 2010 comes with a new record type called “Lead”. You can use leads to manage your prospective customers and identify those who are most likely to do business with your organization. Leads in BCM are lightweight Business Contacts, and include a lead score - an easy to use way to automatically rate the quality of the lead:</P>
<P><A href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image001_2.png" mce_href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image001_2.png"><IMG style="BORDER-RIGHT-WIDTH: 0px; MARGIN: 0px; DISPLAY: inline; BORDER-TOP-WIDTH: 0px; BORDER-BOTTOM-WIDTH: 0px; BORDER-LEFT-WIDTH: 0px" title=clip_image001 border=0 alt=clip_image001 src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image001_thumb.png" width=630 height=486 mce_src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image001_thumb.png"></A></P>
<P><B>Lead Scoring</B></P>
<P>When you have a large number of leads and limited time, how do you manage your leads? Do you start at the A’s and work your way down? You would probably prefer to start with the people most likely to buy from you. BCM makes it easy to do just that. We have added a simple way to score each lead so that you can spend your valuable time on the most important leads. </P>
<P>We know that there isn’t one style of lead management that fits all customers, so BCM allows you to score them manually or automatically. If you want to assign a score directly (say, you know someone is a 5-star lead) then you can simply select 5 stars from the drop down. Or, you can have BCM automatically assign the score based on the criteria that <B>you </B>define. </P>
<P>For example, it’s more likely that you’ll win business from a lead referred by a friend, than one you met at a conference. You can define criteria like “Referral” and “Met at the Conference”, and give higher weight to “Referral”. When you check the criteria, BCM will automatically assign higher score to the referral than the one you met at the conference.</P>
<P><A href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image002_2.png" mce_href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image002_2.png"><IMG style="BORDER-RIGHT-WIDTH: 0px; MARGIN: 0px; DISPLAY: inline; BORDER-TOP-WIDTH: 0px; BORDER-BOTTOM-WIDTH: 0px; BORDER-LEFT-WIDTH: 0px" title=clip_image002 border=0 alt=clip_image002 src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image002_thumb.png" width=488 height=189 mce_src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image002_thumb.png"></A></P>
<P>As you work with your leads, simply check the criterion checkbox and Business Contact Manager will automatically identify the leads most likely to buy from you. (Note: Lead Scoring can be applied to any Business Contact. Look for more about this in an upcoming post.)</P>
<P><B>Modifying Scoring Criteria</B></P>
<P>The Lead form comes with default criteria, and you can easily change the criteria to suit your business needs. Just click the <B>Scoring Criteria</B> button on the lead form: </P>
<P><A href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image004_2.jpg" mce_href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image004_2.jpg"><IMG style="BORDER-RIGHT-WIDTH: 0px; MARGIN: 0px; DISPLAY: inline; BORDER-TOP-WIDTH: 0px; BORDER-BOTTOM-WIDTH: 0px; BORDER-LEFT-WIDTH: 0px" title=clip_image004 border=0 alt=clip_image004 src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image004_thumb.jpg" width=628 height=308 mce_src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/clip_image004_thumb.jpg"></A></P>
<P>A new criterion simply requires a name and the importance. A “High” importance criterion gets more weight when BCM automatically scores leads. Simple and powerful!</P>
<P><B>Using Scored Leads</B></P>
<P>There’s a lot you can do with scored leads. For example, you can select 5 star leads and send them marketing material, or initiate a call list to talk to them (look for a post on Call Lists in the near future). And, when you are ready to close the deal, you can convert leads to business contacts.</P>
<P><A href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/image_2.png" mce_href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/image_2.png"><IMG style="BORDER-RIGHT-WIDTH: 0px; MARGIN: 0px; DISPLAY: inline; BORDER-TOP-WIDTH: 0px; BORDER-BOTTOM-WIDTH: 0px; BORDER-LEFT-WIDTH: 0px" title=image border=0 alt=image src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/image_thumb.png" width=636 height=292 mce_src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/LeadManagementinBCM2010_A763/image_thumb.png"></A> </P>
<P>Managing your leads with lead scoring is another example of how we are making Business Contact Manager more useful and flexible while keeping things simple.</P>
<P>If you are participating in the Office 2010 Technical Preview program, install Business Contact Manager and manage your sales leads more effectively and efficiently. And, keep the feedback coming. </P>
<P>-Mukesh Agarwal</P><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9850240" width="1" height="1">LeadsOffice 2010bcm 2010Business Contact Manager for Office 2010: New User Experiencehttp://blogs.msdn.com/b/bcm/archive/2009/07/22/business-contact-manager-for-office-2010-new-user-experience.aspxWed, 22 Jul 2009 19:32:08 GMT91d46819-8472-40ad-a661-2c78acb4018c:9844970Jerry Blake62http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9844970http://blogs.msdn.com/b/bcm/archive/2009/07/22/business-contact-manager-for-office-2010-new-user-experience.aspx#comments<p>Hi, all! My name is Chris Heydemann, a Senior Program Manager on Business Contact Manager.</p> <p>We’re very happy to be able to show off Business Contact Manager for Office 2010. In the coming weeks, look for posts that talk about Business Contact Manager’s new and improved features, why we made the changes we did, and how these improve business productivity and effectiveness.</p> <p><b>Background</b></p> <p>We had three top-level user interface goals for Office 2010: </p> <ul> <li>Make BCM <b>more flexible</b>. Show the records and fields you want, whatever your role. </li> <li><b>Increase usability</b>, so that BCM is more pleasant to use, easier to use, and faster for your common business tasks. </li> <li><b>Visualize business data</b>, so that you can see at a glance how your business is performing. </li> </ul> <p>You’ll be hearing more about what we did to meet these goals in the coming weeks. But for now, let’s start with the top-level user interface.</p> <p>In Office 2007, we gave you a single list or Accounts, one for Business Contacts, one for Opportunities, and so on. To create custom lists (say, Opportunities assigned to me) you needed to create search folders. In Office 2010, we wanted to provide multiple views, each flexible enough to meet your small business needs. Each view should provide a way to visualize your business data, to list the records you need to do your job, and show detailed data about the selected record. </p> <p><b>Workspaces</b></p> <p>To meet these needs, we created 4 role-centered <b>Workspaces</b>, one each for Sales, Marketing, Project Management and general Contact Management. Here’s the Sales workspace:</p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BusinessContactManagerforOffice2010NewUs_791C/clip_image002_2.png"><img style="border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px" title="clip_image002" border="0" alt="clip_image002" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BusinessContactManagerforOffice2010NewUs_791C/clip_image002_thumb.png" width="554" height="393" /></a></p> <p>Let’s take a brief look at the different components:</p> <ul> <li>The <strong>Folders</strong> in the Navigation Pane allow you to navigate between BCM Workspaces. </li> <li>Of course you’re familiar with the <strong>Ribbon</strong>, which Business Contact Manager has had since Office 2007. The Ribbon puts all the commands at your fingertips to allow you to work faster and more effectively. </li> <li>You can choose from a variety of <strong>Gadgets</strong>. There are Gadgets for Sales, Marketing, Project Management and Contact Management; choose the ones that show information that matter to you. You can use gadgets to monitor the effectiveness or your entire team, or focus only on your own contribution. And if you want to provide more space to the Tabs, just select <b>Hide Gadgets</b> in the upper right of the Gadgets area. </li> <li>The <strong>Tabs</strong> (here, Opportunities, Leads and Stores) show lists of BCM records and information about each record. You can create up to 20 Tabs, naming them whatever makes sense to you. Each Tab contains a List and, optionally, a Reading Pane </li> <li>The <strong>List</strong> of records can be filtered to show only records you care about: Opportunities likely to close, Business Contacts in my state, and so on. They can also be grouped (here, Opportunities are grouped by Sales Stage) and sorted, and you can select the fields that matter to you. </li> <li>The <strong>Reading Pane</strong> shows detailed information about the current record, without having to open the inspector. As you scroll down through the List, the Reading Pane shows detailed information about the currently selected record. You can select and rearrange the information shown in the Reading Pane. </li> </ul> <p><b>Dashboard</b></p> <p>While the workspaces are where you will spend most of your time in BCM, we’ve also provided a Dashboard: </p> <p><a href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BusinessContactManagerforOffice2010NewUs_791C/image_2.png"><img style="border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px" title="image" border="0" alt="image" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/BusinessContactManagerforOffice2010NewUs_791C/image_thumb.png" width="540" height="431" /></a> </p> <p>The dashboard shows you how your business is doing. As on the Workspaces, you can choose from a variety of Gadgets. The Gadgets are the some ones shown on the workspaces, though most will expand to take advantage of the extra room. Gadgets are arranged in up to 4 columns, and you can drag them into whatever order you like.</p> <p><b></b></p> <p>I hope this provides an idea of the amount of effort we’ve put into improving the flexibility and usability of Business Contact Manager. I’m looking forward to hearing your feedback on the elements of the user experience that you like, and those that need more work.</p> <p>Thanks for your time, Chris</p><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9844970" width="1" height="1">New FeaturesUpcoming ReleasesDemobcm demoOffice 2010bcm 2010technical previewBusiness Contact Manager for Microsoft Outlook 2010 Technical Preview Releasedhttp://blogs.msdn.com/b/bcm/archive/2009/07/14/business-contact-manager-for-microsoft-outlook-2010-technical-preview-released.aspxTue, 14 Jul 2009 21:23:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9833663Jerry Blake32http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9833663http://blogs.msdn.com/b/bcm/archive/2009/07/14/business-contact-manager-for-microsoft-outlook-2010-technical-preview-released.aspx#comments<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>You have probably seen Office 2010 Technical Preview announcements in the press.<SPAN style="mso-spacerun: yes">&nbsp; </SPAN>Microsoft released a preview of Office 2010 yesterday to a limited number of users. Technical Preview is invitation only program. Office 2010 also&nbsp;comes with a brand new version of the Business Contact Manager.<SPAN style="mso-spacerun: yes">&nbsp; </SPAN>If you have received Technical Preview invitation, we highly recommend that you install new version of the Business Contact Manager, try new features, and give us feedback. You can download and install the Business Contact Manager from Microsoft Connect site (it's listed along with Office 2010 Tech Preview download)</FONT></FONT></P>
<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>Here is a list of some of the top features. We will be writing more about these and many other features in the coming weeks.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpFirst><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>1.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">New User Interface:</B> BCM features a completely redesigned user interface. The new UI is task oriented, and features activity dashboards, business metric gadgets, configurable tabbed views, and customizable preview panes. The User Interface is fully customizable and allows end-users to select the view elements that fit their business needs. The new UI also integrates with the Office Ribbon and the BackStage.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>2.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Dashboard:</B> BCM offers a fully featured dashboard that enables users to manage their entire business and daily activities. The dashboard is fully customizable and can include a large number of sales, marketing, project management and utility gadgets. The dashboard will help users get a high level picture of their business and manage their priorities and tasks.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>3.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">New Form Designer:</B><SPAN style="mso-spacerun: yes">&nbsp; </SPAN>BCM provides a new visual form designer that allows users to completely modify all BCM forms. Users can add up to 300 custom fields, remove fields (including default form fields) and add pages to forms. Customizations can be exported, imported, and shared across the organization.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>4.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Custom Entities:</B> With BCM 2010 users can better model their business processes by defining custom “contact” and “account” type entities. For instance, healthcare companies will be able to create “doctors”, “patients”, “practices”, etc. The custom entities benefit from all business functions such as aggregating communication history, reporting, and so forth.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>5.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Sales Management:</B> Business Contact Manager will allow users to define and track sales processes in an easy and straightforward manner. Users will be able to define multiple sales activities in multiple sales stages. Execution of sales activities is tracked directly on the opportunity and various dashboard gadgets and reports provide comprehensive analysis of sales status.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>6.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Lead Management:</B> Business Contact Manager for Outlook 2010 helps users track their business leads and the process of converting those leads into contacts and/or business opportunities. Leads in BCM are lightweight (customizable) contacts that also include a lead score which is either manually assigned or calculated based on a set of scoring criteria. Users can set scoring criteria that makes sense in their business, helping track the quality of the lead and optimizing the sales process<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>7.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Call List:</B><SPAN style="mso-spacerun: yes">&nbsp; </SPAN>With Business Contact Manager 2010, users will be able to manage the process of calling multiple contacts. This feature offers an easy to use user interface that takes the hassle out of tracking the calling process and analyzing its results. Call List will also provide the ability to define a call script that can be used when conducting the call, guiding the caller and providing a template for capturing responses.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>8.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Improved Reporting:</B> Business Contact Manager will include enhanced business reporting. Reports will offer improved customization, sorting, and filtering, and custom reports can be defined and shared across the organization.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l1 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>9.</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri><B style="mso-bidi-font-weight: normal">Performance &amp; Reliability:</B> Business Contact Manager comes with significant performance improvements. <o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt 0.5in" class=MsoListParagraphCxSpLast><o:p><FONT size=3 face=Calibri>&nbsp;</FONT></o:p></P>
<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>You can also follow the Office 2010 buzz @ the social community of your choice:<o:p></o:p></FONT></FONT></P>
<UL style="MARGIN-TOP: 0in" type=disc>
<LI style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt; mso-list: l0 level1 lfo2; tab-stops: list .5in" class=MsoNormal><FONT size=3 face=Calibri>Facebook: </FONT><A href="http://www.facebook.com/microsoftoffice"><FONT size=3 face=Calibri>www.facebook.com/microsoftoffice</FONT></A><FONT size=3><FONT face=Calibri> <o:p></o:p></FONT></FONT></LI>
<LI style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt; mso-list: l0 level1 lfo2; tab-stops: list .5in" class=MsoNormal><FONT size=3 face=Calibri>Twitter: </FONT><A href="http://www.twitter.com/office"><FONT color=#000000 size=3 face=Calibri>www.twitter.com/office</FONT></A><FONT size=3><FONT face=Calibri>&nbsp; <o:p></o:p></FONT></FONT></LI>
<LI style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt; mso-list: l0 level1 lfo2; tab-stops: list .5in" class=MsoNormal><FONT size=3 face=Calibri>YouTube: </FONT><A href="http://www.youtube.com/officevideos"><FONT color=#000000 size=3 face=Calibri>www.youtube.com/officevideos</FONT></A><FONT size=3><FONT face=Calibri> <o:p></o:p></FONT></FONT></LI>
<LI style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt; mso-list: l0 level1 lfo2; tab-stops: list .5in" class=MsoNormal><FONT size=3 face=Calibri>LinkedIn: </FONT><A href="http://www.linkedin.com/groups?about=&amp;gid=1913738&amp;trk=anet_ug_grppro"><FONT color=#000000 size=3 face=Calibri>http://www.linkedin.com/groups?about=&amp;gid=1913738&amp;trk=anet_ug_grppro</FONT></A><FONT size=3><FONT face=Calibri> <o:p></o:p></FONT></FONT></LI></UL>
<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>Visit this blog often as we will write more about Business Contact Manager for Outlook 2010.<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>Thanks,<o:p></o:p></FONT></FONT></P>
<P style="TEXT-ALIGN: justify; MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>Mukesh<o:p></o:p></FONT></FONT></P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9833663" width="1" height="1">Office 2010bcm 2010technical previewTechnical Preview of Business Contact Manager for Outlook 2010http://blogs.msdn.com/b/bcm/archive/2009/06/23/technical-preview-of-business-contact-manager-for-outlook-2010.aspxTue, 23 Jun 2009 21:14:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9799979Jerry Blake6http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9799979http://blogs.msdn.com/b/bcm/archive/2009/06/23/technical-preview-of-business-contact-manager-for-outlook-2010.aspx#comments<P>If you haven't done so, please checkout the "Office2010 The Movie" trailer at <A href="http://www.office2010themovie.com/" mce_href="http://www.office2010themovie.com/">http://www.office2010themovie.com/</A>. You can also sign-up for an Exclusive Ticket to Technical Preview by following the link at the bottom left corner. The 2010 version of Office comes with a new version of Business Contact Manager with many exciting new features.</P>
<P>-Mukesh</P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9799979" width="1" height="1">Office 2010Service Pack 2 for Business Contact Manager 2007 Releasedhttp://blogs.msdn.com/b/bcm/archive/2009/05/01/service-pack-2-for-business-contact-manager-2007-released.aspxFri, 01 May 2009 02:09:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9581496Jerry Blake24http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9581496http://blogs.msdn.com/b/bcm/archive/2009/05/01/service-pack-2-for-business-contact-manager-2007-released.aspx#comments<P>We are pleased to announce that Service Pack 2 (SP2) for Business Contact Manager for Outlook 2007 is released. The scope of SP2 was limited to fixing product bugs reported by customers through various channels like this blog, newsgroup and watson. </P>
<P>We have also released Service Pack 2 for Office 2007. Outlook team has done tremendous work to improve the performance.&nbsp;Both BCM and Office service packs will improve overall experience and stability of Outlook + BCM. </P>
<P>You can get SP2 through Windows Update or directly download from the links shown below.</P>
<UL>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?FamilyId=B444BF18-79EA-46C6-8A81-9DB49B4AB6E5" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyId=B444BF18-79EA-46C6-8A81-9DB49B4AB6E5">Office 2007 SP2</A></LI>
<LI><A href="http://www.microsoft.com/downloads/details.aspx?displaylang=en&amp;FamilyID=405aa7e9-e63b-447b-a49b-d4cbd8eea30d" mce_href="http://www.microsoft.com/downloads/details.aspx?displaylang=en&amp;FamilyID=405aa7e9-e63b-447b-a49b-d4cbd8eea30d">Business Contact Manager for Outlook 2007 SP2</A></LI></UL>
<P>The list of issues fixed in Business Contact Manager SP2 are listed&nbsp;<A href="http://support.microsoft.com/?kbid=957324" mce_href="http://support.microsoft.com/?kbid=957324">here</A>. &nbsp;List of Outlook issues fixed in SP2 are listed <A href="http://support.microsoft.com/kb/968774/" mce_href="http://support.microsoft.com/kb/968774/">here</A>. </P>
<P>Other resources:</P>
<UL>
<LI><A href="http://blogs.msdn.com/outlook/archive/2009/04/28/announcing-the-release-of-office-2007-service-pack-2.aspx" mce_href="http://blogs.msdn.com/outlook/archive/2009/04/28/announcing-the-release-of-office-2007-service-pack-2.aspx">Announcement on Outlook Blog</A></LI>
<LI><A href="http://blogs.technet.com/office_sustained_engineering/archive/2009/04/23/service-pack-2-for-the-2007-microsoft-office-system-available-today.aspx" mce_href="http://blogs.technet.com/office_sustained_engineering/archive/2009/04/23/service-pack-2-for-the-2007-microsoft-office-system-available-today.aspx">Office Sustained Engineering Blog Post</A></LI>
<LI><A href="http://www.pcmag.com/article2/0,2817,2346039,00.asp" mce_href="http://www.pcmag.com/article2/0,2817,2346039,00.asp">PCMAG.com Review</A></LI></UL>
<P mce_keep="true">&nbsp;</P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9581496" width="1" height="1">service Pack 2sp2service packFrequently Asked Questions for Search in Business Contact Managerhttp://blogs.msdn.com/b/bcm/archive/2008/11/12/frequently-asked-questions-for-search-in-business-contact-manager.aspxWed, 12 Nov 2008 05:14:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:9061183Jerry Blake33http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=9061183http://blogs.msdn.com/b/bcm/archive/2008/11/12/frequently-asked-questions-for-search-in-business-contact-manager.aspx#comments<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>How can I search an item in Business Contact Manager?<B style="mso-bidi-font-weight: normal"><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></B></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>Business Contact Manager provides three different ways for you to search you business data<o:p></o:p></FONT></FONT></P>
<P style="TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l0 level1 lfo1" class=MsoListParagraphCxSpFirst><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>a)</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri>Windows Desktop Search <o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><FONT size=3><FONT face=Calibri>You can learn about Windows Desktop Search from:<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><B style="mso-bidi-font-weight: normal"><A href="http://www.microsoft.com/windows/products/winfamily/desktopsearch/default.mspx"><FONT size=3 face=Calibri>http://www.microsoft.com/windows/products/winfamily/desktopsearch/default.mspx</FONT></A><o:p></o:p></B></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><B style="mso-bidi-font-weight: normal"><o:p><FONT size=3 face=Calibri>&nbsp;</FONT></o:p></B></P>
<P style="TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l0 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>b)</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri>Search Folders <o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><FONT size=3><FONT face=Calibri>You can learn about Search Folders from:<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><A href="http://blogs.msdn.com/bcm/archive/2007/02/14/using-outlook-folder-views-and-search-folders-with-business-contact-manager.aspx#8555568"><FONT color=#0000ff size=3 face=Calibri>http://blogs.msdn.com/bcm/archive/2007/02/14/using-outlook-folder-views-and-search-folders-with-business-contact-manager.aspx#8555568</FONT></A><o:p></o:p></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><o:p><FONT size=3 face=Calibri>&nbsp;</FONT></o:p></P>
<P style="TEXT-INDENT: -0.25in; MARGIN: 0in 0in 0pt 0.5in; mso-list: l0 level1 lfo1" class=MsoListParagraphCxSpMiddle><SPAN style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin"><SPAN style="mso-list: Ignore"><FONT size=3 face=Calibri>c)</FONT><SPAN style="FONT: 7pt 'Times New Roman'">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </SPAN></SPAN></SPAN><FONT size=3><FONT face=Calibri>Instant Search in Outlook<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 0pt 0.5in" class=MsoListParagraphCxSpMiddle><FONT size=3><FONT face=Calibri>You can learn about Instant Search from:<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt 0.5in" class=MsoListParagraphCxSpLast><A href="http://office.microsoft.com/training/training.aspx?AssetID=RP100647441033&amp;CTT=6&amp;Origin=RP100647831033"><FONT size=3 face=Calibri>http://office.microsoft.com/training/training.aspx?AssetID=RP100647441033&amp;CTT=6&amp;Origin=RP100647831033</FONT></A><FONT size=3><FONT face=Calibri> <o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>Is Windows Desktop Search the only search product that indexes Business Contact Manager Content?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>As long as an indexing product can index MAPI data providers, Business Contact Manager Content will be indexed. Windows Desktop Search does the same. In addition to Desktop search Business contents could be searched using Search Folders and Instant search in Outlook.<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>Is there a way to quickly create an e-mail merge from specific Accounts or Business Contacts?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>You can use Search Folders to find the Accounts or Business Contacts that you want, and then you can use Outlook Mail Merge to send a personalized e-mail to each recipient. Search folders can also be used to find other types of business data too.<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>You can learn about Outlook Mail Merge from:<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><A href="http://blogs.msdn.com/outlook/archive/2008/09/23/mail-merge-how-to-send-a-personalized-e-mail-to-many-people-at-once.aspx"><FONT color=#0000ff size=3 face=Calibri>http://blogs.msdn.com/outlook/archive/2008/09/23/mail-merge-how-to-send-a-personalized-e-mail-to-many-people-at-once.aspx</FONT></A><FONT size=3><FONT face=Calibri> <o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>How can I Search more than one folder at time in Business Contact Manager?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>Search is restricted to the current folder view. For example, to search for a Business Note, switch to the Communication History view and user instant search box to search for your item. To search for a Business Contact, switch to the Business Contact view. <SPAN style="mso-spacerun: yes">&nbsp;</SPAN>The search from the Business Contacts view doesn't search the Communication history, just the data fields in Business Contacts.<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>Can I drag and drop items into a Search Folder?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>No. This is not currently supported. <o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>Does Search Folders include the contents of files or e-mail messages that are included in the Communication History of records?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>No. You should try Windows Search; this allows you to search the contents of your BCM Communication history just by including the folder in the Windows Search folder index: <o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><A href="http://www.microsoft.com/windows/products/winfamily/desktopsearch/default.mspx"><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt; mso-fareast-font-family: 'Times New Roman'">http://www.microsoft.com/windows/products/winfamily/desktopsearch/default.mspx</SPAN></A><o:p></o:p></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>Is it possible to search user -defined fields?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>In the Instant Search box, type the user -defined field name followed by a colon (:) and the value you are searching for. For example, if you have a user-defined filed called “Contract terms” and you are searching for”4”. You would type:<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><FONT face=Calibri>Contract terms: 4 in the Instant Search box.<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: red; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN" lang=EN>Q: </SPAN></STRONG><FONT face=Calibri>How does Search work when users are connected to a Business Contact Manager database that is stored on a remote server?<o:p></o:p></FONT></FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3><STRONG><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #00b050; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN; mso-fareast-language: ZH-CN" lang=EN>A: </SPAN></STRONG><FONT face=Calibri>Each user who connects to the Business Contact Manager Database on the remote server must also have Business Contact Manager installed on their local computers. Users can search the database on the remote server, but the search capabilities are determined by the settings on the local computer. For example, one user may have Windows Desktop Search installed and another doesn’t. The user with Windows Desktop Search can search for anything, while the user with the default search can only search by folder.<o:p></o:p></FONT></FONT></P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=9061183" width="1" height="1">Search in Business Contact ManagerFrequently Asked Questions for Business Contactshttp://blogs.msdn.com/b/bcm/archive/2008/07/22/frequently-asked-questions-for-business-contacts.aspxTue, 22 Jul 2008 21:34:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:8764617Jerry Blake176http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=8764617http://blogs.msdn.com/b/bcm/archive/2008/07/22/frequently-asked-questions-for-business-contacts.aspx#comments<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>Creating Distribution list shows Business Contacts with Fax numbers, how do I avoid it?<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>This behavior is due to a feature that Business Contact Manager inherits from Outlook. <SPAN style="mso-spacerun: yes">&nbsp;&nbsp;</SPAN><BR>A Fax number is considered an electronic communication number and hence it shows up in the distribution list wizard.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>Updating Multiple Contacts at once<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>There is currently no feature in Business Contact Manager to directly support this. <SPAN style="mso-spacerun: yes">&nbsp;</SPAN><BR>But this can still be achieved by changing the “View by” to the field you want to edit and then drag the desired contacts to the group.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>Can I delete the Outlook Contact entry from Outlook, and make Business Contact Manager the default Contact Folder?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>Folder removal is not supported by Outlook, and hence you will not be able to delete it.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>Cloning a Business Contact?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>When you try to copy and paste a Business Contact into a folder, Outlook displays an error message, saying<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><I style="mso-bidi-font-style: normal"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">'The folders you are trying to change do not support this operation. <BR>Could not complete the operation because the service provider does not support it”<o:p></o:p></SPAN></I></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">Currently cut and paste to clone a contact is not supported. <BR>A form of cloning of the Business Contact can still be achieved by copying Business Contact to Outlook Contact, and then copying it back to Business Contacts. <SPAN style="mso-spacerun: yes">&nbsp;&nbsp;</SPAN>However, some properties, such as History Items associated with the Business Contact, will be lost when it is copied to Outlook Contacts folder.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>How can I auto populate some fields in an Account associated with a Business Contact?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 0pt; LINE-HEIGHT: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">With the Business Contact Form open, click on the "Account" button. <BR>This action will open a dialog box, enabling you to create a new Account, or to link an Account to the open Business Contact. <BR>Click on the "New" button on this dialog box and BCM will automatically create a new Account record linked to the Business Contact with most of the data fields populated from the Business Contact's record</SPAN></P>
<P class=MsoNormal style="MARGIN: 0in 0in 0pt; LINE-HEIGHT: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"></SPAN><o:p><FONT face=Calibri size=3>&nbsp;</FONT></o:p></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><o:p></o:p><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>Can a Business Contact be linked to more than one Account?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>No, a Business Contact cannot be linked to more than one Account.<SPAN style="mso-spacerun: yes">&nbsp; </SPAN>A Business Contact can only be an unlinked stand-alone item, or linked to just one Account.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>I mistakenly deleted my Business Contact, how can I retrieve it?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>Under you Business Contact Manager Folder, select the Deleted Items folder. <BR>Your deleted Business Contact should be displayed there. <BR>You can right click and move it back to Business Contacts folder.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>How do I set Business Contacts to be my default Address List while sending emails?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">Under the Tools Menu Item, select Address Book. <BR>Click on the Tools menu and select Options. <BR>There you can control the order of Address list in Outlook.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">When receiving an inbound e-mail, what is the difference between using the ‘E-mail Auto link’, and the ‘Link to record’ options?<o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>Once turned on, E-mail Auto Linking should automatically link the e-mail to the contact with that e-mail address as soon as they arrive in the inbox.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>How do I copy or move individual Outlook Contacts in to Business Contacts?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT face=Calibri size=3>Please refer </FONT><A href="http://office.microsoft.com/en-us/outlook/hp011455511033.aspx"><FONT face=Calibri color=#0000cc size=3>http://office.microsoft.com/en-us/outlook/hp011455511033.aspx</FONT></A><FONT size=3><FONT face=Calibri> for more information.<o:p></o:p></FONT></FONT></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>Why can’t I right click an e-mail address in an e-mail and create a Business Contact?<o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt"><FONT size=3><FONT face=Calibri>This is currently not supported, but may be considered for a future release.<o:p></o:p></FONT></FONT></P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=8764617" width="1" height="1">FAQ Business ContactsFrequently asked questions for Database Admin Toolhttp://blogs.msdn.com/b/bcm/archive/2008/05/20/frequently-asked-questions-for-database-admin-tool.aspxTue, 20 May 2008 04:01:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:8520405Jerry Blake34http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=8520405http://blogs.msdn.com/b/bcm/archive/2008/05/20/frequently-asked-questions-for-database-admin-tool.aspx#comments<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><B style="mso-bidi-font-weight: normal"><FONT size=3 face=Calibri>Can I </FONT></B><B style="mso-bidi-font-weight: normal"><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">set up a BCM database on SQL 2005 64-bit edition?</SPAN><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></B></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><FONT size=3 face=Calibri>Database Tool is not supported on 64-bit SQL 2005.<SPAN style="mso-spacerun: yes">&nbsp; </SPAN>However you can try a manual workaround by following the instructions in the document given bleow.</FONT></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><STRONG><A href="http://sharepoint.microsoft.com/innovateon/officedeveloper/Developer%20Documents/Outlook2007BusinessContactManager.doc">http://sharepoint.microsoft.com/innovateon/officedeveloper/Developer%20Documents/Outlook2007BusinessContactManager.doc</A></STRONG><A href="http://www.microsoft.com/downloads/details.aspx?FamilyID=f24267ee-9ad5-4be5-b888-c9a50ae395ca&amp;DisplayLang=en%20%20%20" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyID=f24267ee-9ad5-4be5-b888-c9a50ae395ca&amp;DisplayLang=en%20%20%20"><FONT size=3><FONT face=Calibri><SPAN style="mso-spacerun: yes"></SPAN></FONT></FONT></A></P>
<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">After deploying the database, how do I </SPAN><FONT size=3><FONT face="Times New Roman">add and remove users?<o:p></o:p></FONT></FONT></B></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">The BCM database sharing wizard handles adding and removing users.<o:p></o:p></SPAN></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><B style="mso-bidi-font-weight: normal"><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">On the client side, BCM installs SQL Express even if you have no <BR><SPAN style="mso-spacerun: yes">&nbsp;</SPAN>intention of using it. Is it necessary? &nbsp; <o:p></o:p></SPAN></B></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">It's not necessary to have sql installed on a client that will only <BR>ever connect to a shared database on a server, but it is recommended to have it installed.<o:p></o:p></SPAN></P>
<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">On our SBS server, I would like to change the location of the BCM database <BR>files (MDF, LDF, BAK) to something other than the default "Application Data" <BR>folder in "Documents and Settings". </SPAN></B><SPAN style="FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt"><o:p></o:p></SPAN></P>
<P><SPAN style="FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">Download SQL Management Studio from Microsoft Website (if it's not already on your SBS <BR>server)Open SQL Management Studio, expand the Databases section in the left navigation<SPAN style="mso-spacerun: yes">&nbsp;&nbsp; </SPAN>bar, right click on your database, choose Tasks &gt; Detach. &nbsp;To ReAttach, right click on Databases and choose Attach, then browse to the location of<SPAN style="mso-spacerun: yes">&nbsp; </SPAN>the MDF file on your hard drive..<o:p></o:p></SPAN></P>
<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">Need to setup Accounting 2008 Pro and Office 2007 Pro linked to <BR>Business Contact Manager on Small Business Server. <o:p></o:p></SPAN></B></P>
<P style="MARGIN: 0in 0in 10pt" class=MsoNormal><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">Database Admin tool can help you setup database on your SBS server</SPAN><FONT size=3 face=Calibri>. Also </FONT><SPAN style="LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'; FONT-SIZE: 10pt">you do not need Office installed on the SBS server.<o:p></o:p></SPAN></P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=8520405" width="1" height="1">Frequently asked Questions for ACT-to-BCMhttp://blogs.msdn.com/b/bcm/archive/2008/05/19/frequently-asked-questions-for-act-to-bcm.aspxTue, 20 May 2008 01:40:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:8519872Jerry Blake19http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=8519872http://blogs.msdn.com/b/bcm/archive/2008/05/19/frequently-asked-questions-for-act-to-bcm.aspx#comments<P><B><FONT size=3><FONT face="Times New Roman">I am switching from ACT 6.0 to BCM 2007. During the importing process I get the error message "Some errors occurred while your data was being imported. Wrong file version”<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></FONT></FONT></B></P>
<P><FONT face="Times New Roman" size=3>Open the “<B>.bcm</B>” file converted from ACT File, change its header's version from "3.0" to "3,0" (or the correct format according to the Windows locale, you can check that in control panel-&gt;regional and language options -&gt; Standards and formats)and try to import that “<B>.bcm</B>” file again.</FONT></P>
<P><B><FONT size=3><FONT face="Times New Roman">I would like to convert ACT 9.0 to BCM.<o:p></o:p></FONT></FONT></B></P>
<P><FONT face="Times New Roman" size=3>The SP1 release supports conversion of ACT 9.0 to BCM </FONT></P>
<P><B><FONT size=3><FONT face="Times New Roman">I have ACT 6.0 on an XP machine. My new Vista 64 computer has BCM 2007 but will not allow me to install ACT. Do you have any ideas on how to migrate to BCM on the new computer?<o:p></o:p></FONT></FONT></B></P>
<P><FONT face="Times New Roman" size=3>On the Vista 64 machine, copy the <B>ImportUtility</B> folder from C:\Program Files\Microsoft Small Business\Business Contact Manager and paste it into the XP machine. Run <B>BcmImportUtility.exe</B> on the XP machine, and convert ACT data into a bcm file. &nbsp;Bring this .bcm file into the Vista 64 machine and convert all your ACT data.</FONT></P>
<P><B><FONT size=3><FONT face="Times New Roman">Converting ACT 6.0 gives the choices: Contact, Group, and Product. I would like to convert "Company"(ACT) to Account"(BCM), but it's not listed. <o:p></o:p></FONT></FONT></B></P><FONT face="Times New Roman" size=3><SPAN style="FONT-SIZE: 11pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Calibri','sans-serif'; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-bidi-font-family: 'Times New Roman'; mso-ascii-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-theme-font: minor-bidi; mso-ansi-language: EN-US; mso-fareast-language: EN-US; mso-bidi-language: AR-SA">
<P class=MsoNormal style="MARGIN: 0in 0in 0pt"><SPAN style="FONT-SIZE: 12pt; FONT-FAMILY: 'Times New Roman','serif'">Company&nbsp;Field&nbsp;in ACT started from ACT 7 onwards. &nbsp;It is not there in ACT 6.<o:p></o:p></SPAN></P></SPAN></FONT><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=8519872" width="1" height="1">Frequently Asked Questions for Databasehttp://blogs.msdn.com/b/bcm/archive/2008/05/19/frequently-asked-question-for-database.aspxMon, 19 May 2008 22:37:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:8519570Jerry Blake87http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=8519570http://blogs.msdn.com/b/bcm/archive/2008/05/19/frequently-asked-question-for-database.aspx#comments<P class=MsoListParagraph style="MARGIN: 0in 0in 10pt 0.5in"><B style="mso-bidi-font-weight: normal"><FONT size=3><FONT face=Calibri>I have Business Contact Manager 2007 Integrated with MOA in a sharing scenario on Small business server with SQL 2005. One of the shared user changed windows password and now cannot access the database.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></FONT></FONT></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt 0.25in"><FONT size=3><FONT face=Calibri><SPAN style="mso-spacerun: yes">&nbsp;</SPAN><SPAN style="mso-tab-count: 1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</SPAN>SQL Database should be set to log on as local system account</FONT></FONT></P>
<P class=MsoListParagraphCxSpFirst style="MARGIN: 0in 0in 0pt 0.5in"><FONT size=3><FONT face=Calibri>I<B style="mso-bidi-font-weight: normal">n a shared scenario, </B></FONT></FONT><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">files that are linked or files part of an email are not being stored in the database?</SPAN><o:p></o:p></B></P>
<P class=MsoListParagraphCxSpMiddle style="MARGIN: 0in 0in 0pt 0.5in"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'"><o:p>&nbsp;</o:p></SPAN></P>
<P class=MsoListParagraphCxSpMiddle style="MARGIN: 0in 0in 0pt 0.5in"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">Email and attachments cannot be currently stored in the BCM db to avoid consuming all the database space.<o:p></o:p></SPAN></P>
<P class=MsoListParagraphCxSpMiddle style="MARGIN: 0in 0in 0pt 0.5in"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'"><o:p>&nbsp;</o:p></SPAN></P>
<P class=MsoListParagraphCxSpLast style="MARGIN: 0in 0in 10pt 0.5in"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; LINE-HEIGHT: 115%; FONT-FAMILY: 'Arial','sans-serif'">SQL Express using lot of memory on my system</SPAN><o:p></o:p></B></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Install free download “SQL Server Management Studio Express” for setting Max <BR>Memory<BR>Info on why this is helpful: <BR></SPAN><A href="http://www.microsoft.com/technet/prodtechnol/sql/2005/mgsqlexpwssmse.mspx#EPIAE" target=_blank mce_href="http://www.microsoft.com/technet/prodtechnol/sql/2005/mgsqlexpwssmse.mspx#EPIAE"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><FONT color=#0000cc>http://www.microsoft.com/technet/prodtechnol/sql/2005/mgsqlexpwssmse....</FONT></SPAN></A><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Download Source: &nbsp;“Managing SQL Server Express” <BR>(SQLServer2005_SSMSEE.msi) <BR></SPAN><A href="http://www.microsoft.com/downloads/details.aspx?FamilyID=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&amp;displaylang=en" target=_blank mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyID=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&amp;displaylang=en"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><FONT color=#0000cc>http://www.microsoft.com/downloads/details.aspx?FamilyID=C243A5AE-4BD...</FONT></SPAN></A><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Installs to Program Files/Microsoft SQL Server 2005 <o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">User Instructions: <BR>Open SQL Server Management Studio Express <BR>Connect to SQL database <BR>At Object Explorer, right click on Server Name to provide Properties Dialog <BR>box <BR>Select Memory <BR>Enter desired Maximum Server Memory (<B style="mso-bidi-font-weight: normal">Recommended not less than 100MB</B>)<o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Where my database is physically located?<o:p></o:p></SPAN></B></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Databases are physically created at<o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">C:\Documents and Settings\{username}\Local Settings\Application <BR>Data\Microsoft\Business Contact Manager<o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">I recently upgraded my machine from XP to vista with office 2007. How do I get my old BCM on office 2007 using my backup files?<o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 0pt 0.5in; LINE-HEIGHT: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'; mso-fareast-font-family: 'Times New Roman'">You need to back up BCM database on XP and restore it after upgrade to VISTA. If the user accounts are different after upgrade, you need to run Outlook as “Run as Administrator”.<o:p></o:p></SPAN></P>
<P class=MsoListParagraph style="MARGIN: 0in 0in 10pt 0.5in; LINE-HEIGHT: normal; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-add-space: auto"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Can I use BCM 2003 to connect to a shared database created by BCM 2007</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'; mso-fareast-font-family: 'Times New Roman'">?<o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0in 0in 10pt; TEXT-INDENT: 0.5in; LINE-HEIGHT: normal; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'; mso-fareast-font-family: 'Times New Roman'">All the BCM clients needs to be of same version<o:p></o:p></SPAN></P>
<P class=MsoListParagraph style="MARGIN: 0in 0in 10pt 0.5in; LINE-HEIGHT: normal; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-add-space: auto"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'; mso-fareast-font-family: 'Times New Roman'"><o:p>&nbsp;</o:p></SPAN><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">What is SQL server instance Name for BCM 2007?<o:p></o:p></SPAN></B></P>
<P style="TEXT-INDENT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">It’s MSSMLBIZ<o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">What is the difference between “.sbb” and “.msbcm” back up files and SQL “.bak” files?<o:p></o:p></SPAN></B></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">“<B style="mso-bidi-font-weight: normal">.sbb</B>” or “<B style="mso-bidi-font-weight: normal">.msbcm</B>” files are the compressed version of “<B style="mso-bidi-font-weight: normal">.bak</B>” file. “<B style="mso-bidi-font-weight: normal">.sbb</B>” file also contains an xml file to keep some generic database information such as language and the version of the database.<o:p></o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><o:p>&nbsp;</o:p></SPAN></P>
<P style="MARGIN-LEFT: 0.5in"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><o:p>&nbsp;</o:p></SPAN></P>
<P class=MsoListParagraph style="MARGIN: 0in 0in 10pt 0.5in"><o:p><FONT face=Calibri size=3>&nbsp;</FONT></o:p></P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=8519570" width="1" height="1">DatabaseFrequently Asked Questions for Business Contact Manager for Pocket PC/SmartPhonehttp://blogs.msdn.com/b/bcm/archive/2008/02/12/troubleshooting-bcm-for-pocket-pc-smartphone.aspxTue, 12 Feb 2008 20:30:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:7648254Jerry Blake72http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=7648254http://blogs.msdn.com/b/bcm/archive/2008/02/12/troubleshooting-bcm-for-pocket-pc-smartphone.aspx#comments<P><B>Where to find Business Contacts Application for Pocket PC(touch Screen device) and SmartPhone (Non-Touch Screen device)?</B></P>
<P>There are two separate applications </P>
<P>Pocket PC- <A href="http://www.microsoft.com/downloads/details.aspx?familyid=7BC78C14-7143-41D9-84A9-BD628DB7B6A0&amp;mg_id=10118&amp;displaylang=en" mce_href="http://www.microsoft.com/downloads/details.aspx?familyid=7BC78C14-7143-41D9-84A9-BD628DB7B6A0&amp;mg_id=10118&amp;displaylang=en">http://www.microsoft.com/downloads/details.aspx?familyid=7BC78C14-7143-41D9-84A9-BD628DB7B6A0&amp;mg_id=10118&amp;displaylang=en</A></P>
<P>SmartPhone- <A href="http://www.microsoft.com/downloads/details.aspx?FamilyID=d9620097-e8f9-41f3-ae66-a7067dac7ace&amp;DisplayLang=en" mce_href="http://www.microsoft.com/downloads/details.aspx?FamilyID=d9620097-e8f9-41f3-ae66-a7067dac7ace&amp;DisplayLang=en">http://www.microsoft.com/downloads/details.aspx?FamilyID=d9620097-e8f9-41f3-ae66-a7067dac7ace&amp;DisplayLang=en</A></P>
<P>In order to install BCM mobile, you device should be connected to a computer which has ActiveSync (for Windows XP) or <A href="http://www.microsoft.com/windowsmobile/devicecenter.mspx" mce_href="http://www.microsoft.com/windowsmobile/devicecenter.mspx">Windows Mobile Device Center</A> (for Vista).</P>
<P><B>How do I sync my Palm/ Blackberry/ other non-windows mobile devices with Business Contact Manager</B></P>
<P>Business Contact Manager for PPC/SmartPhone is only compatible with Windows Mobile Devices.</P>
<P><B>Can I configure how many history items I can sync to the device ?</B></P>
<P>Yes, you can. Follow these steps:</P>
<OL>
<LI>Make sure that you device is connected to ActiveSync/Windows Mobile Device Center on the computer.</LI>
<LI>In the application list View , double click on the Business Contacts icon at the bottom. You will notice Business Contact Synchronization Settings dialogue.</LI>
<LI>Click "History Settings" button that opens up various filter options for you to select. </LI>
<LI>Configure what history items you want to sync.<B>.</B><B> </B></LI></OL>
<P><B>My device is connected to the desktop but Business Contacts doesn’t sync?</B></P>
<P>If you have your device connected to the desktop and it seems to show “Synchronizing” in active sync list view for Business Contacts for ever, please disconnect your device and connect it again.</P>
<P><STRONG>Can I sync both Business Contacts and Outlook Contacts?</STRONG></P>
<P>Business Contact Manager for mobile devices only supports syncing Business Contacts. Outlook contacts can be synced independently through ActiveSync/WMDC.</P>
<P><B></B><B>I uninstalled Business Contacts for Pocket PC / SmartPhone from the desktop but why is it still on the device?</B></P>
<P>Uninstalling Business Contacts for Pocket PC/SmartPhone on the desktop doesn’t uninstall Business Contacts from the device. You have to do it separately by going to Active Sync’s Menu Item Tools | Add/Remove Program. On the dialog window Uncheck the Business Contacts option on the Application List View and follow the instructions on the device.</P>
<P><B></B><B>Why don’t I see caller ID for my Business Contacts on my PPC/Smartphone?</B></P>
<P>The Caller ID feature is currently not supported. In order to workaround, you can duplicate your Business Contacts with Outlook Contacts, and sync Outlook Contacts to the device. In the future version of Business Contact Manager for mobile we will look at improving this functionality.</P>
<P><B>What history items get synced to my mobile?</B></P>
<P>Following items are supported by mobile version of Business Contact Manager.</P>
<UL>
<LI>Opportunity Summary</LI>
<LI>Phone Log</LI>
<LI>Business Notes</LI>
<LI>Email</LI>
<LI>Tasks</LI>
<LI>Appointments</LI></UL>
<P>Please note that history items can't be modified&nbsp;or created on the device. </P>
<P><STRONG>Can I store Business Contact Manager data on external device storage such as SD card?</STRONG></P>
<P>Current version of Business Contact Manager doesn't support external storage.</P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=7648254" width="1" height="1">Get Business Contact Manager with Outlook Standalonehttp://blogs.msdn.com/b/bcm/archive/2008/02/08/now-get-business-contact-manager-with-outlook-standalone.aspxFri, 08 Feb 2008 04:19:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:7531787Jerry Blake12http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=7531787http://blogs.msdn.com/b/bcm/archive/2008/02/08/now-get-business-contact-manager-with-outlook-standalone.aspx#comments<P>Since we released Business Contact Manager in January 2007, we have constantly received requests from our customers to make BCM available with Outlook standalone. We are pleased to announce that now you can buy Microsoft Office Outlook 2007 with Business Contact Manager. The product is available in major retailers and online stores. The new product offers all the great features that are offered by BCM in Office suite. </P>
<P><A href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/GetBusinessContactManagerwithOutlookStan_103AE/ZA102533401033_2.jpg" mce_href="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/GetBusinessContactManagerwithOutlookStan_103AE/ZA102533401033_2.jpg"><IMG style="BORDER-TOP-WIDTH: 0px; BORDER-LEFT-WIDTH: 0px; BORDER-BOTTOM-WIDTH: 0px; BORDER-RIGHT-WIDTH: 0px" height=198 alt="Outlook with BCM Box" src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/GetBusinessContactManagerwithOutlookStan_103AE/ZA102533401033_thumb.jpg" width=171 border=0 mce_src="http://blogs.msdn.com/blogfiles/bcm/WindowsLiveWriter/GetBusinessContactManagerwithOutlookStan_103AE/ZA102533401033_thumb.jpg"></A> </P>
<P>More information about Outlook with BCM&nbsp; is available <A class="" href="http://office.microsoft.com/en-us/contactmanager/FX101674171033.aspx" target=_blank mce_href="http://office.microsoft.com/en-us/contactmanager/FX101674171033.aspx">here</A>. You can buy it from <A href="http://office.microsoft.com/en-us/contactmanager/FX102525301033.aspx" target=_blank mce_href="http://office.microsoft.com/en-us/contactmanager/FX102525301033.aspx">Microsoft Online</A>&nbsp; for $149.95. </P>
<P>BCM is now available in the following retail SKUs.</P>
<OL>
<LI>Microsoft Office Outlook 2007 with Business Contact Manager <STRONG>(New)</STRONG> (Includes Outlook 2007 and Business Contact Manager)</LI>
<LI><A href="http://office.microsoft.com/en-us/suites/FX101674091033.aspx" target=_blank>Microsoft Office Professional 2007</A> </LI>
<LI><A href="http://office.microsoft.com/en-us/suites/FX101674111033.aspx" target=_blank>Microsoft Office Small Business 2007</A></LI>
<LI><A href="http://office.microsoft.com/en-us/suites/FX101674121033.aspx" target=_blank>Microsoft Office Ultimate 2007</A></LI></OL><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=7531787" width="1" height="1">Office SKUOutlookStandaloneHow to Change BCM Polling Interval?http://blogs.msdn.com/b/bcm/archive/2008/01/23/how-to-change-bcm-polling-interval.aspxWed, 23 Jan 2008 21:30:00 GMT91d46819-8472-40ad-a661-2c78acb4018c:7211643Jerry Blake12http://blogs.msdn.com/b/bcm/rsscomments.aspx?WeblogPostID=7211643http://blogs.msdn.com/b/bcm/archive/2008/01/23/how-to-change-bcm-polling-interval.aspx#comments<P style="TEXT-ALIGN: justify"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">This post explains how one can change the polling interval in BCM. Please note that this is suggested only for advanced users and for the environment where BCM is used in shared mode.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></P>
<P style="TEXT-ALIGN: justify"><STRONG><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">What is Polling Interval?</SPAN></STRONG><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><o:p></o:p></SPAN></P>
<P style="TEXT-ALIGN: justify"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">When BCM is used in shared environment, all BCM clients poll the server machine to see if there are any changes to BCM data. This allows BCM client to display the most up-to-date data. By default, BCM clients polls server every second in order to ensure that any changes to data made by any client are available to all the clients immediately. Although a short polling interval is desirable so that new data are immediately available, server and client machines pay the cost of frequent polling. In certain BCM usage scenarios&nbsp;(for example,&nbsp;many clients are connected to server), you might get improved performance if polling interval is set higher than default of one second. If the polling interval is set too high, clients will process the changes less frequently but they will have to process more changes at a time. So, you might have to experiment with different values and set the one that works for <o:p></o:p></SPAN></P>
<P style="TEXT-ALIGN: justify"><STRONG><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">How to Change Polling Interval?</SPAN></STRONG><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"><o:p></o:p></SPAN></P>
<P style="TEXT-ALIGN: justify"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">In BCM SP1, we have added a registry key that you can tweak to increase the polling interval.&nbsp; Make sure to close Outlook with BCM before changing the registry key value.<o:p></o:p></SPAN></P>
<P style="TEXT-ALIGN: justify"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">The setting is controlled by “<B>HKCU\Software\Microsoft\Business Solutions eCRM\PollingInterval”</B> registry key. The key should be a DWORD (32-bit) value, the number represents the interval in milliseconds.&nbsp; By default this is 1000 (1sec), changing this to&nbsp;some higher value could help reduce&nbsp;the load on the database.&nbsp; This reg key needs to be added on each BCM client machine. We don't have any recommendation for what value to use because every user's requirements might be different (For example, one might prefer getting updates more frequently than system overhead). But you could try out with 30 seconds and see if you notice any difference. By default "</SPAN><B><SPAN style="FONT-FAMILY: 'Arial','sans-serif'"><FONT size=3>PollingInterval"</FONT></SPAN></B><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"> key value&nbsp;might not exist. First create a DWORD key in&nbsp;“HKCU\Software\Microsoft\Business Solutions eCRM” and then set its value. </SPAN></P>
<P style="TEXT-ALIGN: justify"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">I hope it helps answer some of the comments about polling interval.</SPAN></P>
<P style="TEXT-ALIGN: justify"><SPAN style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">-Mukesh</SPAN></P><div style="clear:both;"></div><img src="http://blogs.msdn.com/aggbug.aspx?PostID=7211643" width="1" height="1">Sharing DataDatabaseDeployment on ServerService Pack 1SP1PerformancePolling Interval: